Order Management

Order Management combines Store Check with Quotes and Pricing so field reps can assess a retail location and capture a priced quoted order from the same visit. Store Check surfaces the products and Quotes and Pricing apply price books, pricing recipes, and sales transaction types to build, discount, and lock a quoted order. Both capabilities share Visit and Account, so a field rep can complete a store check and create a quoted order without switching context.

Store Check

Field reps use Store Check to assess product availability, display, and promotional compliance during a store visit. Store Check structures those assessments so field reps see only the products and checks that apply to the store, based on products, territories, assortments, assessment tasks, and key performance indicators (KPIs).

Data model diagram for Store Check.

Objects included in the license include Consumer Goods and Life Sciences object.

Life Sciences Cloud adds fields to these Consumer Goods objects. These fields are available only in orgs where Life Sciences Cloud is enabled.

Pricing

A pricing recipe determines which pricing operations run for a quoted order. A pricing procedure inside that recipe defines the sequence of pricing elements that run against each quote line, including list price, volume discounts, tiered volume discounts, condition-based discounts through a Price Adjustment Matrix, and manual line or header-level discounts.

PlData model diagram for Pricing.

Objects included in the license include Revenue Management and Life Sciences object.

Quotes

In Agentforce Life Sciences, an order is a Quoted Order because orders are built on the Quote object. Quote and Quote Line Item store the quoted order and its products, quantities, prices, and discounts. From the same visit or account used for a store check, a field rep builds a quoted order, then submits it.

Data model diagram for Quotes.

Objects included in the license include Revenue Management and Life Sciences object.

Life Sciences Cloud adds fields to these Revenue Management objects. These fields are available only in orgs where Life Sciences Cloud is enabled.

  • Quotes. For more information on the fields added to the Quotes object, see Fields on Quote.
  • QuoteLineItem. For more information on the fields added to the QuoteLineItem object, see Fields on QuoteLineItem.

Product Catalog

Product catalogs control which products field reps can see and add to a quoted order, based on territory and account.

Placeholder data model diagram for Product Catalog.

Objects included in the license include Revenue Management and Life Sciences object.

For more details and a larger image, visit the Data Model Gallery.

To learn more about the standard objects used in these data models, refer Standard Objects.